New updates on Apple's AI robot; Amazon ignites fresh food delivery war in the US
0814 ｜Dolphin Research Focus:
🐬 Individual Stocks
1.$Amazon(AMZN.US)
Amazon announced that it is offering same-day delivery of fresh and perishable foods to over 1,000 cities and towns in the United States, with plans to expand the service to over 2,300 regions by the end of the year. This move further enhances its competitive edge in the e-commerce sector by attracting consumers with faster delivery services, which directly impacts competitors like Instacart and DoorDash, leading to a significant drop in their stock prices due to lowered future performance expectations.
2.$Apple(AAPL.US)
Apple is planning to launch a series of new devices to enter the AI field, including AI robots, home security, and smart displays. Among them, the desktop robot planned for 2027 is the core of its AI strategy. Additionally, Apple is developing home security cameras that support facial recognition and automated tasks. This is an important move for Apple to enrich its product ecosystem and enhance user stickiness, aiming to revitalize Apple's dynamism. However, the actual implementation remains to be seen.
3. Dolphin Research Focus on Earnings Reports and Conference Call Minutes
Tencent: "Can Spend and Earn More! Is Tencent's Meta Moment Coming?", "Tencent (Minutes): Management Confirms, Main Business High Growth Benefited from AI"
Today, JD.com, Vipshop, NetEase, and Geely will release their earnings reports, and Dolphin Research will follow up with analysis and interpretation.
🐬 Leading Sectors
Shanghai and Shenzhen: Multi-line Insurance, Property and Casualty Insurance, Transaction and Payment Services;
Hong Kong Stocks: Food Retailers, Highway Passenger Transport, Brewing Industry;
US Stocks: Diversified Chemicals, Forest Products, Commercial and Residential Mortgage Financing.
🐬 Focus for Tomorrow
1. China's Retail Sales of Consumer Goods YoY, China's Industrial Production Above Designated Size YoY;
2. US Retail Sales MoM, US New York Fed Manufacturing Index, US Import Price Index MoM, US Industrial Production MoM, US Business Inventories MoM, US University of Michigan Consumer Sentiment Index Preliminary, US One-Year Inflation Rate Expectations Preliminary.
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